Mea, Messa, Mea Financial Services Employee Deferred Compensation Plan — Form 5500 plan (Michigan Education Association)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mea, Messa, Mea Financial Services Employee Deferred Compensation Plan is a benefit plan reported by Michigan Education Association under EIN 38-0827000 and plan number 002. The latest loaded filing year is 2023. The filing reports 701 participants and $47,934,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michigan Education Association
- EIN
- 38-0827000
- Plan number
- 002
- Plan type
- 2
- Location
- East Lansing, MI
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $47,934,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20241010081144NAL0019780081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,934,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,934,659
- Net assets (BOY)
- $44,239,888
Income & contributions
- Participant contributions
- $2,502,644
- Total contributions
- $2,531,336
- Total income / additions
- $10,026,735
Expenses & distributions
- Benefits paid
- $6,252,781
- Administrative expenses
- $79,183
- Total expenses
- $6,331,964
- Net increase / (decrease)
- $3,694,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $59,791 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $15,806 | not reported in the loaded dataset | 2023 |
| Manel Costerisan | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Pnc Bank Amg Ops Fee Group | ADVISOR | $3,500 | not reported in the loaded dataset | 2023 |
| Afca 2 Shadow Post - No Payee | NONE | $86 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michigan Education Association
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in East Lansing, MI
- Newport Group, Inc. — Schedule C compensation
- Pnc Institutional Asset Management — Schedule C compensation
- Manel Costerisan — Schedule C compensation
- Pnc Bank Amg Ops Fee Group — Schedule C compensation
- Afca 2 Shadow Post - No Payee — Schedule C compensation